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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,096 | $104,497-51.1% | $159,487-68.0% | $79,389-35.6% |
| Participation rate | 97.3% | 76.6%+20.7pp | 82.8%+14.5pp | 70.7%+26.6pp |
| Annual return | 86.91% | 67.98%+18.9pp | 263.71%-176.8pp | 116.89%-30.0pp |
| Employer contribution / active EE | $2,367 | $3,418-30.7% | $4,831-51.0% | $2,428-2.5% |
| Participant deferral / active EE | $8,272 | $6,468+27.9% | $7,354+12.5% | $4,046+104.4% |
| Admin fee / account holder | $4,456 | $711+526.3% | $10,804-58.8% | $626+611.3% |